Client Relationship Representative Reserve

First Merchants Brand•Muncie, IN

About The Position

First Merchants Bank is seeking a full-time Customer Relationship Representative (Universal Banker) - Reserve. The position provides high-quality customer service by completing banking transactions accurately and efficiently and recommending products and services that meet customers’ current and future financial needs. The role supports personal sales and service goals while delivering a meaningful customer experience. The representative responds to transaction requests and customer inquiries, helps resolve customer problems, builds customer loyalty, and contributes to banking center operations. Responsibilities also include balancing cash, daily transactions, vaults, and ATMs; following compliance, reporting, information security, and verification procedures; and assisting with opening or closing a banking center. The position participates in sales activities, product referrals, meetings, and coaching sessions. It also provides training, coaching, and guidance to staff, helps lead sales and service activities, and assists with banking center operations and adherence to policies and procedures. Extensive daily travel to banking centers within the assigned region is required.

Requirements

High school diploma or equivalent.
At least 6 months of experience selling products or services.
At least 1 year of sales, banking, and/or related experience.
Ability to travel daily to banking centers within the assigned region; extensive travel is required.
S.A.F.E. Act Registration through the Nationwide Mortgage Licensing System (NMLS) at the time of employment, to be completed within 3 months of hire.
Ability to obtain a Notary Public designation.
Ability to multitask in a fast-paced environment.
In-depth knowledge of products and services offered by the bank across all lines of business.

Nice To Haves

Prior banking experience.
Ability to sell and cross-sell bank products and services.

Responsibilities

Respond to customer requests for banking transactions.
Answer customer inquiries and resolve problems with solutions that meet current customer needs.
Build customer loyalty and customer advocates.
Balance cash, daily transactions, vaults, and ATMs.
Understand and ensure compliance with regulations and reporting requirements.
Follow information security policies and verification procedures to protect customer privacy.
Assist with opening and/or closing the banking center.
Sell bank products, make customer referrals, and take other actions that support sales goals.
Maintain knowledge of all bank products.
Participate in daily and weekly meetings and coaching sessions.
Train, coach, and guide staff in operational and sales skills.
Attend and/or complete required training sessions.
Actively participate in leading banking center sales and service activities.
Assist with banking center operations and ensure policies and procedures are followed.